Extraction template · Insurance & Risk
Insurance Policy Coverage Summary
Extract the seven most-needed fields from commercial insurance policies for portfolio analysis, underwriting reference, or claims response. Works across CGL, professional liability, cyber, D&O, and most commercial lines.
Works on
- Policies
- Certificates of Insurance
A starter template, configured with you during onboarding and adapted to your standards.
Fields
7 fields, each with its source
| Field | Type | Notes |
|---|---|---|
| Policy Number | text | — |
| Named Insured | text | — |
| Coverage Limit | currency | — |
| Deductible / Retention | currency | — |
| Annual Premium | currency | — |
| Coverage Territory | text | — |
| Retroactive Date | date | — |
Each extracted value carries a confidence score and a link to the passage it came from, for a reviewer to check.
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Adapted to your documents at onboarding
Templates are configured with you during the Founding Customer pilot.